NewRiaPulse: records in California
148 newRiaPulse: records in California are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-09-29; the most frequent is Crosspoint Capital Management with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
148 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-09-29. Most frequent: Crosspoint Capital Management (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Crosspoint Capital Management (1)
- Wealthlynk, INC. (1)
- Wealth Strategies Group (1)
- Cs Tomasi Wealth Management (1)
- Burlingame Wealth Management, LLC (1)
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What are the top newRiaPulse: records in California right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Crosspoint Capital Management | $117,000,000 | 288 | Orinda |
| Wealthlynk, INC. | $112,008,547 | 178 | Fallbrook |
| Wealth Strategies Group | $102,928,253 | 308 | Newport Beach |
| Cs Tomasi Wealth Management | $110,265,442 | 86 | Costa Mesa |
| Burlingame Wealth Management, LLC | $129,396,168 | 115 | Burlingame |
| Commonwealth Asset Management LP | $295,683,751 | 3 | Los Angeles |
| Acuta Capital Partners, LLC | $172,526,516 | 3 | Redwood City |
| Manifold Investment Partners LLC | San Francisco | ||
| Istari Capital Management LP | Santa Monica | ||
| Beacon Coast Partners, LLC | $2,283,762,064 | 556 | San Francisco |
| Zero Labs INC. | $100,000 | 125 | San Francisco |
| Arc Capital Partners | $862,491,641 | 11 | Los Angeles |
| Wndrco Capital Management LLC | $1,052,836,560 | 8 | San Francisco |
| Next Horizon Capital | $505,833,411 | 4 | San Francisco |
| Centricus Investment Advisors (Us) LLC | $1,021,000,000 | 2 | Beverly Hills |
| Merritt Point Partners LLC | 🔒 Unlock all 148 records → | ||
| Meson Quantitative Management LLC | 🔒 Unlock all 148 records → | ||
| Owl Ventures | 🔒 Unlock all 148 records → | ||
Browse 35 more matching record reports
- Merritt Point Partners LLC
- Meson Quantitative Management LLC
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- Robinhood Ventures
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- Agriglobe Land Advisors, LLC
- Olive Partners Management
- Green Ocean Global Advisors LLC
- Islander Capital Partners, L.P.
- Rivonia Road Capital LLC
- Kroeger Financial Partners
- Twin Rivers Wealth Management
- Lendistry Capital Partners, LLC
- Caregen Wealth Management
- Swad Wealth Management LLC
- Investlinc Wealth Services
- Infinity 8 Investments, LLC
- Marathon Management Partners LLC
- 3spoke Management, LLC
- Seagull Lane Asset Management LLC
- Blueline Capital
- Counter Global, L.P.
- Kukui Tree Capital Management LLC
- Corinthian Wealth Management
- Stillwater Capital Management
- Allpoint Financial Group
- Fusion Capital
- Incision Capital Management LP
- Pacific Specialty Investment Group, LLC
- Bridgeview Capital Advisors, INC.
- Luna Capital Management, LLC
- Rj Patterson Group
More records in this hub: page 2
Browse all NewRiaPulse record reports
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in California are listed?
148 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-29.
Can I get alerts for California?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records